Contacts
New to Sentinel EMS?
|
Who Is a Contact?
A contact is an individual who serves as the single point of communication for an entitlement. You can create contacts for customers and then generate entitlements for them. All emails related to an entitlement are sent to the specified contact.
A standard contact can also be created independent of a customer. Therefore, a standard contact may or may not be associated with a customer.
Standard Contact versus Administrator Contact
Most contacts are defined as standard contacts. A standard contact can work only with the entitlements to which they have access and can perform operations such as license activation for these entitlements.
If needed, you can create a contact with administrative rights for a specific customer. For example, if you want a contact to be able to manage cloud licensing Accounts on the Sentinel EMS customer portal, you must specify the Contact Type as Administrator when creating the contact.
An administrator contact can access all the entitlements, downloads, and activations of the associated customer, as well as manage
Prerequisites for Creating a Contact
A role that includes Customer Management permissions. At minimum, the user needs Add permissions. For details, see Roles.
Contact Status
The Status attribute for a contact can be one of the following:
>Enabled: The contact can log on to Sentinel EMS.
>Disabled: The contact is blocked from logging on to Sentinel EMS.
Creating a Contact
You create a contact from the Contacts page.
To create a contact:
1.From the navigation pane, select Customers > Contacts to view the Contacts page.
2.Click the Add Contact button.
3.Fill in the contact attributes.
4.Click Save.
Contact Attributes
The following table explains the attributes that are used to create a contact:
Attribute | Description | Required/Optional | Valid Values |
---|---|---|---|
Market Group |
Market group to which the contact belongs. The market group specifies a target market for specific catalog elements and their entitlements. The contact can only work with catalog elements and entitlements of its own market group. Each contact can be associated with only one market group. NOTE The Market Group drop-down is available only if the logged-in user is associated with more than one market group. |
Required |
>List of market group names associated with the logged-in user. >The system automatically picks the logged-in user's market group if a single market group is associated with the user. >A "default" value is used if the logged-in user is not associated with any market group. This value is not visible to the user. |
User ID | Unique identifier of the contact. | Required |
>Alphanumeric >Special characters supported: _ (underscore) >6 to 100 characters >3 to 100 characters for SSO users |
Email address of the contact. The email address is used to: >Receive email notifications >Log on to the Sentinel EMS customer portal if the Password is defined |
Required |
>Unique across all users, contacts, and channel partner users existing in Sentinel EMS. >A valid email address >Up to 100 characters >Cannot contain: spaces and \ () [] : ; “ <> >Cannot start with a '.' >Cannot contain double .. >Cannot contain double @@ |
|
Password | Password the contact uses to log on to the Sentinel EMS customer portal. | Optional |
> 8 to 30 characters >At least one lowercase character (a-z) >At least one uppercase character (A-Z) >At least one number (0-9) OR special character (! @ # $ % ^ & * ( ) _ - + = , .) >The ':' character is not supported. |
Name | Name of the contact. | Optional |
>Alphanumeric >1 to 100 characters >Cannot contain: ( ) |
Type of contact: >Standard: A standard contact can work only with the entitlements to which they have access and can perform operations such as license activation for these entitlements. If the contact manages entitlements that are activated using a Sentinel HL or SL key, select Standard. >Administrator: An administrator contact can access all the entitlements, downloads, and activations of the associated customer, as well as manage If the contact manages entitlements that are activated using a CL key, select Administrator. |
Required |
Standard OR Administrator |
|
Customer | Customer to associate the contact. |
>Required if Contact Type is Administrator >Optional if Contact Type is Standard |
>Alphanumeric >1 to 500 characters |
Additional Attributes |
|||
External ID |
External reference identifier that uniquely identifies the contact in an external system. |
Optional |
>Alphanumeric >0 to 60 characters >Must be unique |
Ref ID 1 | Reference identifier that identifies the contact in an external system. | Optional |
>Unique across Sentinel EMS for all customers >Alphanumeric >0 to 100 characters |
Ref ID 2 | Reference identifier that identifies the contact in an external system. | Optional |
>Alphanumeric >0 to 100 characters |
Phone | Telephone number of the contact. | Optional |
0 to 100 characters |
Language |
Display language for the contact. Select a language from the available languages to specify a language other than English. Automatically generated emails (for example, entitlement certificate, license certificate) are sent to the contact in this language. Also, when the contact logs on to the Sentinel EMS, the pages displayed are in the selected language. |
Required | The options displayed depend on the language packs installed for Sentinel EMS. |
Company Website | URL of the company website | Optional | A valid URL |
Billing and Shipping Address Attributes Billing Address |
|||
Street/PO Box | Street address or the post office box details of the contact for billing statements (for example credit card statements). | Optional | 0 to 100 characters |
City | City of the contact. | Optional | 0 to 30 characters |
State/Province | State of the contact. | Optional | 0 to 30 characters |
Country | Country of the contact. | Optional | 0 to 30 characters |
ZIP Code / Postal Code | ZIP or postal code of the contact. | Optional | 0 to 20 characters |
Use as Shipping Address |
>Select Yes to use the same address for both billing and order shipment. > Select No to expand the pane and specify a different Shipping Address for receiving orders. |
Yes OR No |
Actions for a Contact
The following table lists the actions available for contacts:
Action | Description | |
---|---|---|
Edit |
Updates information for an existing contact. Note: >It is mandatory to update the password whenever you update the contact email to enable contact to log on to the customer portal. >To update the contact email address, it is recommended to delete the existing contact and create a new one with the required email address to avoid any errors. Before deleting the contact, you must disassociate it from all entitlements and activations. >You cannot change the associated market group when the contact is associated with a customer. >Editing the market group of a contact (that is not associated with a customer) will also update the associated entitlements and activations of the contact to the modified market group. >You cannot update the User ID of a contact. |
|
Disable | Prevents the contact from logging on to Sentinel EMS. | |
Enable | Re-enables a contact that is marked as disabled, enabling the contact to access Sentinel EMS. | |
Delete |
Deletes a contact. You can delete a contact for whom no entitlements |